Meet the team behind your financial journey

Jacob enjoys cooking with his family. His wife Jenna manages the baking and most things that take culinary skill, while he runs the grill and smoker. Outside of work, he cherishes time with his daughter Josie, who brings love to their culinary adventures. Currently, Jacob is participating in a personal development class that offers new perspectives on relationships and life priorities.

Nate is passionate about family time, spending his free moments boating, enjoying water sports, and playing tennis with his wife and two boys. Outside of work, he's a dedicated Cleveland sports fan and loves playing with his dog. Currently, Nate is focusing on developing effective modern leadership skills while staying informed about key financial changes.

Zach is passionate about family time, whether attending his children's sports events or traveling to favorite destinations like Charleston and Disney. Outside of work, he values quality moments with his family. Currently, Zach is honing his writing skills, aspiring to publish a novel someday.

David is passionate about outdoor experiences, gardening, exploring nature, and cooking. Outside of work, he treasures time with friends, family, and his wife Lauren. Currently, David is developing his leadership skills, focusing on becoming an impactful and effective leader among his family, friends, and colleagues.

Brandon is passionate about family time and outdoor activities, enjoying visits to parks and nature throughout the year. Outside of work, he loves biking and cooking, finding joy in these personal pursuits. Currently, Brandon is pursuing the RICP financial planning designation, expanding his professional expertise.

Ryan is passionate about physical fitness, enjoying gym workouts and basketball, and spending time with his two bernedoodle dogs. Outside of work, he loves attending sporting events with his fiancée Kaitlyn. Currently, Ryan is expanding his financial planning knowledge, having recently acquired his Series 65 license.

Willie is passionate about family time, staying active through bowling and working out. Outside of work, he cherishes moments with his wife Megan and daughters Abigail and Emily. Currently, Willie is exploring DIY home projects, often with his daughter Abigail's enthusiastic help.

Michelle is passionate about supporting her children's baseball journey, dedicating most of her free time to travel baseball. Outside of work, she enjoys reading when she gets a rare moment of free time. Currently, Michelle is focused on enjoying and supporting her children's activities.

Marissa is passionate about fitness and music, enjoying yoga, boxing, and attending concerts. Outside of work, she values her supportive family and friends. Currently, Marissa is learning to sew, hoping to create unique flannels with custom graphics.

Kayleigh is passionate about entertainment, loving concerts, musicals, and karaoke. Outside of work, she's a dedicated sports fan of the Cleveland Browns and St. Louis Cardinals, and enjoys snuggling with her cat, Bella. Currently, Kayleigh is re-learning Spanish, aiming to become fluent in the language.

Matthew is passionate about staying active, enjoying golfing, weightlifting, fishing, and traveling. Outside of work, he values proximity to family and friends. Currently, Matthew is developing his leadership and communication skills to become more effective both professionally and personally.

Jerry is passionate about sports and automotive restoration, spending his free time cheering for Cleveland teams and the Buckeyes while working on his beloved muscle cars. Outside of work, he enjoys connecting with nature and spending time with his supportive wife Kris and their children Abbey, Luke, and Grace. Currently, Jerry is exploring his artistic side, learning to draw and abstract paint, and plans to take drawing classes to enhance his creative skills.

Jared is passionate about family, enjoying watching his boys learn and play sports. Outside of work, he loves family trips (especially to Disney), playing golf, and supporting the Ohio State Buckeyes. Currently, Jared is learning about wrestling alongside his sons Nolan and Myles, embracing the opportunity to develop new skills together.

Logan is passionate about sports and entertainment, enjoying golf, pickup basketball, movies, and attending sporting events. Outside of work, he cherishes time with family and friends, and recently welcomed a new puppy named Millie. Currently, Logan is learning to play the piano, slowly improving his musical skills.

Erica is passionate about dance, working part-time as an instructor and choreographer to develop young dancers' techniques. Outside of work, she enjoys designing and decorating spaces, letting her creativity flourish. Currently, Erica is exploring human body mechanics, watching videos about physical activity, injury prevention, and proper exercise techniques.

Lisa is passionate about the Cleveland Browns, holding season tickets and traveling to away games. Outside of work, she enjoys scrapbooking, kayaking, and volunteering. Currently, Lisa is learning Italian using Rosetta Stone, exploring her heritage.

Bill is passionate about outdoor activities, spending time hunting, fishing, and working on his 100-acre property. Outside of work, he prioritizes family time and personal growth. Currently, Bill is focused on becoming a better leader, studying functional health and anti-aging techniques, and learning how to improve food plots for wildlife.

Andrew is passionate about family and sports, spending time watching and coaching his kids' sporting events and cheering on local teams. Outside of work, he enjoys golfing, playing pickleball, and spending time with his wife and friends. Currently, Andrew is exploring culinary creativity, learning new methods and experimenting with recipes on his smoker.

Coley is passionate about home renovation and woodworking, dedicating his free time to creative projects around the house. Outside of work, he's a supportive father continuously shuttling his daughters to their various events. Currently, Coley is advancing his professional skills by enrolling in the CFA Institute's Data Science for Investment Professionals program, learning data science, machine learning, and Python programming.

Jarrett is passionate about sports and family, enjoying bowling, golfing, coaching baseball, and supporting Cleveland sports teams. Outside of work, he values time with his closest friends. Currently, Jarrett is studying leadership, seeking to make a positive influence in both professional and personal contexts.

Sarah is passionate about family time, spending her free moments reading, baking, and gardening. Outside of work, she's a dedicated mom chauffeuring her children to various activities and enjoying outdoor hikes in the Rocky River Reservation Metroparks. Currently, Sarah is exploring the practice of yoga, looking to expand her personal wellness journey.

Dominic is passionate about coaching and training athletes in basketball and lacrosse, finding joy in helping athletes grow and improve. Outside of work, he stays active through running, lifting, and playing pickup basketball, which helps him recharge and maintain his energy. Currently, Dominic is exploring the power of impactful leadership, watching educational videos and learning how small changes can inspire significant results.

Leighton is passionate about healthy living, continually working to improve his diet and build a healthier lifestyle. Outside of work, he’s grateful for the supportive community he’s part of and his wife, Lauren. Currently, Leighton is exploring the art of screenwriting as he is writing his own short film.

Maddie is passionate about outdoor activities, enjoying camping, skiing, snowmobiling, and time with family and friends. Outside of work, she cherishes watching her family grow. Currently, Maddie is learning about gardening and cultivating flowers around her home.